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WESTBOUND EQUITY MANAGEMENT, LLC
CRD 306955 · SEC 801-134927
411 KIPLING STREET, PALO ALTO, CA, 94301-1530, United States
Phone
650-213-6213
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.2M
Discretionary AUM
$146.2M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $146.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD